Portfolio Manager
Jonathan Allen serves as the firm’s lead portfolio manager, leveraging his extensive experience in both value and growth investing. With a career that spans across top money management firms, Jonathan has been a trader and an assistant portfolio manager before founding his own firm. His deep expertise in navigating complex financial markets has shaped his mastery in areas such as risk management, portfolio rebalancing, return optimization, and the development of tailored investment strategies. With a sharp focus on comprehensive research and analysis, Jonathan’s disciplined and well-rounded approach has consistently delivered exceptional results for clients, making him a standout in managing diverse portfolios.
Education
Undergraduate: University of Tennessee, Knoxville
Concentration: Supply Chain Management/LogisticsGraduate: University of Tennessee, Chattanooga
MBA in Finance
Certifications:
Series 7
Series 66
SIE
Professional Experience:
E*Trade
Healy Wealth Management of Atlanta
Investment Counsel Company of Nevada
Raymond James
“The best job in the world is the one you create for yourself.”
Message from the owner:
English: To my potential partners and clients in Qatar, UAE, Saudi Arabia, Kuwait, Bahrain, Oman, and all around the world: I am excited to work with you and do business with you. We can do business through my regulated RIA as a client, or I can issue you shares in the company in exchange for capital to manage. For investments and projects that cannot fit compliantly into my firm, I have an LLC I use for private business investments that fall outside regulated securities markets. I am willing to meet you where you are and accommodate you and your other partners so we can get a deal done; even if that means relocating the firm, I am willing to do it. In our paper trading accounts, we have beaten the majority of the major hedge funds in terms of risk and performance metrics. We would love to talk to you about our investment strategy and other ideas to see if there might be potential for collaboration.
Arabic: إلى شركائي وعملائي المحتملين في قطر، والإمارات العربية المتحدة، والمملكة العربية السعودية، والكويت، والبحرين، وعمان، وفي جميع أنحاء العالم: يسعدني جداً العمل والتعاون معكم. يمكننا القيام بأعمالنا من خلال شركتي كـ (RIA) منظمة، أو يمكنني إصدار أسهم لكم في الشركة مقابل رأس مال للإدارة. وبالنسبة للاستثمارات التي لا تتماشى مع المتطلبات الامتثال لشركتي، فلدي شركة ذات مسؤولية محدودة (LLC) أستخدمها للاستثمارات التجارية الخاصة التي تقع خارج أسواق الأوراق المالية المنظمة. إنني على استعداد للقائكم حيثما كنتم وتلبية احتياجاتكم واحتياجات شركائكم لإتمام الصفقات، حتى لو تطلب ذلك نقل مقر الشركة. لقد تفوقت حساباتنا التجريبية (Paper trading) على غالبية صناديق التحوط الكبرى من حيث مقاييس المخاطر والأداء. نود التحدث معكم حول استراتيجيتنا الاستثمارية وأفكارنا الأخرى لبحث سبل التعاون بيننا.
The chart above illustrates the performance of the firm’s equity and options paper-trading accounts since their inception in May 2025. The portfolio manager classifies this as a macro strategy, closely monitoring and responding to current macroeconomic factors. Jonathan believes in investing in ETFs and companies that have strong growth, great fundamentals, and industries and sectors with big tail winds behind them. You couple that engine with options and it makes for a great risk/return dynamic.
Returns: 61.43%
Sharpe: 2.38
Max Drawdown: 4.64%
Alpha: 24.33
Correlation: 0.73